What if I can’t find a Quicken FID for my bank or brokerage?


It is important to understand that the list of FID's is created by Quicken, not by MoneyThumb. Quicken will only import files that contain an FID from a bank on the Quicken FID list. And the reason Quicken is so restrictive is that banks pay to be included on the list. MoneyThumb converters simply read the list that Quicken installs on your computer.  Quicken also updates the FID list before each import.

However, if your Financial Institution is not listed, then there is an easy workaround. Simply use the FID of one of the thousands of other Financial Institutions that are supported by Quicken for the type of account you wish to import. You can choose any bank you want, generally it is best to select a well-known bank, and one you don’t have other accounts at. You can also name the account with the real bank name.  The only noticeable difference is that Quicken will have a different name in the account details.

Checkout all our helpful FAQs